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Life Insurance and Trusts for Family Businesses

Life Insurance and Trusts for Family Businesses

  • June 22, 2015
  • David Hawkes
  • Blog, Family Business, Life Insurance
  • 0 Comments

The Martin Family - Chapter Two Read Chapter One Multiple Life Insurance Issues and a Surprise Opportunity David always followed the same procedures in helping his family business clients: Assemble complete and accurate facts for the family and the business.…

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*NOTICE – The stories on this website are mostly based upon real situations, but names and places have been changed for privacy.

This website and the stories and techniques described herein are not meant to provide tax, legal or consulting advice. Any reader should consult their professional advisors for assistance with their own particular situations. In some circumstances, The Wizard may be available to help if contacted or to provide a reference to a qualified advisor.